Compare · 3 funds side by side · dividends reinvested

HAPI, DIA and VUG

Story of the three · Growth5Y$10,000 five years agoDividends reinvested · all three on one scale$16,052VUG · best of the three

02 / 04

HAPI, DIA and VUG, Ranked

Today

FundFeeYieldYTD1 year3 yrs · yr5 yrs · yrWorst dropVolatilityAssetsAvg rank

State Street SPDR Dow Jones Industrial Average ETF TrustUS Stock Styles · Large cap0.16%1.40%+8.2%+10.8%+17.7%+9.4%−9.8%13.4%$44.9B1.8

Harbor Human Capital Factor US Large Cap ETF (HAPI)US Stock Styles · Large cap0.35%0.80%+8.2%+10.5%+22.1%[…]−8.1%12.8%$503M1.9

Vanguard Morningstar Growth ETFUS Stock Styles · Growth0.03%0.43%+0.5%−0.6%+22.8%+9.9%−15.1%19.0%$233B2.3

Rank among the three1st → 3rdFee, drop and volatility: lower ranks higherAvg rank: mean of the 8 ranks · 1 is best

End-of-day Nov 5, 2026 · returns include dividends · since: HAPI 2022 · DIA 1998 · VUG 2004

Head to Head

Swap sides Versus in desk

Head to Head

State Street SPDR Dow Jones Industrial Average ETF Trust · $44.9B$15,693

DIA

VUG

Vanguard Morningstar Growth ETF · $233B$16,052

$10,000 five years ago, dividends reinvested · they hold 20.7% in common

DIAMeasureVUG

+8.2%Year to dateJan 1 → Nov 5+0.5%

+10.8%1 yearTotal return−0.6%

+17.7%3 years · per year$10,000 became $16,322 · $18,532+22.8%

+9.4%5 years · per year$10,000 became $15,693 · $16,052+9.9%

0.16%Expense ratio$16 · $3 a year on $10k · lower is better0.03%

1.40%Trailing 12-mo yield$140 · $43 a year on $10k0.43%

−9.8%Worst dropSmaller is better−15.1%

13.4%VolatilityLower is calmer19.0%

DIAVUG Winner of the row, in its colourEach row: the bigger of the two fills its side

5–3DIA wins

End-of-day Nov 5, 2026 · returns include dividends · 3Y and 5Y figures are per-year returns

More Ways to See the Pairs

DIA vs VUG: Top 5 Holdings

Today

DIA

33.3%in top 5

VUG

in top 545.2%

DIAStockVUG

not top 5NVDA13.5%

not top 5AAPL12.5%

10.3%GSnot top 5

6.2%MSFT9.7%

6.6%CATnot top 5

5.3%AMGNnot top 5

not top 5GOOGL5.2%

4.9%Vnot top 5

not top 5AVGO4.3%

Held in common20.7%

End-of-day Nov 5, 2026 · share of each fund

DIA vs VUG Returns, Every Period

SPDRDIA

+9.4%

5 years, per year

VUGVanguard

+9.9%

5 years, per year

DIAVUGFaded: behind in that period

2–2Level

End-of-day Nov 5, 2026 · dividends in · faded = behind in that period

DIA vs HAPI

YTD

SPDRDIA

+8.2%

HAPIHarbor

+8.2%

+8.2%Year to date+8.2%

−9.8%Worst drop · 1Y−8.1%

13.4%Volatility · 1Y12.8%

1.4%Yield0.8%

$44.9BAssets$503M

2–1HAPI wins

End-of-day Nov 5, 2026 · smaller drop and lower volatility win

Cost, Income and Risk

Fees: HAPI, DIA, VUG

Today

0.03%lowest, VUG

FundExpense ratioFee$10k

VUG0.03%$3

DIA0.16%$16

HAPI0.35%$35

End-of-day Nov 5, 2026 · fee on $10,000 a year

Yields: HAPI, DIA, VUG

1.40%highest, DIA

FundTrailing yieldYield$10k

DIA1.40%$140

HAPI0.80%$80

VUG0.43%$43

End-of-day Nov 5, 2026 · trailing 12-month yield

Income After Fees on $10,000

$124most kept, DIA

DIA$140 − $16 = $124

HAPI$80 − $35 = $45

VUG$43 − $3 = $40

KeptFee

End-of-day Nov 5, 2026 · yield in dollars minus the fee

Overlap: HAPI, DIA, VUG

Today

43.9%most shared, HAPI and VUG

HAPIDIAVUG

HAPI—34.3%43.9%

DIA34.3%—20.7%

VUG43.9%20.7%—

End-of-day Nov 5, 2026 · share held in common · outlined: the pair in versus

Return vs Bumpiness: 3 ETFs

+10.8%DIA, at 13.4% volatility

HAPIWorst drop−8.1%12.8% vol

DIAWorst drop−9.8%13.4% vol

VUGWorst drop−15.1%19.0% vol

End-of-day Nov 5, 2026 · up and left is better

Paid More vs Made More

YTD

DIAHAPI

+8.2%Year to date+8.2%

1.4%Yield0.8%

+10.8%Past year+10.5%

0.16%Fee0.35%

3–0DIA wins

End-of-day Nov 5, 2026

Popular Pairs Near These Three

VUG vs SCHG

YTD

VanguardVUG

+0.5%

SCHGSchwab

+0.9%

+0.5%Year to date+0.9%

0.03% · $3Fee · on $10k a year0.04% · $4

$233BAssets$62.5B

1–1level

End-of-day Nov 5, 2026

SCHD vs VIG

YTD

SchwabSCHD

+32.3%

VIGVanguard

+12.5%

+32.3%Year to date+12.5%

3.0%Yield1.5%

$123BAssets$109B

2–0SCHD wins

End-of-day Nov 5, 2026

JEPQ vs JEPI

YTD

J.P. MorganJEPQ

+8.5%

JEPIJ.P. Morgan

+5.2%

+8.5%Year to date+5.2%

12.2%Yield8.1%

$42.1BAssets$46.1B

2–0JEPQ wins

End-of-day Nov 5, 2026